Meetings (5)
Apr 27 8:31PM
Apr 7 12PM
Mar 18 3PM
Abraham + Bryan SiteLabs
Mar 18 1:01PM
May 29 12AM
Interlace Health Discussion Interlace Health
Decisions (13)
Apr 28, 2026
New release communication process implementation
A new release communication process is being developed that will include a calendar and more cyclical, crisp communicati...
Apr 28, 2026
Demo org update process
Cliff will be responsible for reviewing release summaries and coordinating with DevOps (Don) to update the demo org, rat...
Apr 28, 2026
Release 30 deployment timeline
Release 30 (combining releases 2075-30) will be deployed to test environments tonight and to live/production environment...
Apr 28, 2026
New two-week sprint cycle implementation
Transitioning to an updated two-week sprint cycle with 8 days of coding followed by 2 days of QA, starting after release...
Apr 28, 2026
Pricing set at $4,909
Confirmed the service pricing at $4,909, with breakdown showing costs for infrastructure, Stripe fees (3%), and staff co...
Apr 28, 2026
Office hours capacity and compensation structure
Decided that EOH will offer up to 40 office hours per month at full capacity, with partner facilitators paid $200 per of...
Apr 28, 2026
Deploy system on Cloudflare
Decided to deploy the EOH financial model system on Cloudflare using Claude code and GitHub integration for fast deploym...
Apr 28, 2026
Ashley designated as community manager
Agreed that Ashley will serve as community manager for EOH, with reimbursement for hours spent curating the platform.
Apr 28, 2026
Send foundational materials to team
Peter decided to send out foundational materials to help Katie, Michael, and the team get on the same page about previou...
Apr 28, 2026
Michael Carlson to mentor Ellie
Peter decided to have Michael Carlson mentor Ellie and work closely with her to evaluate whether she's being assigned on...
Apr 28, 2026
Provide one-pager and pitch materials for client distribution
Committed to preparing a one-pager and pitch materials for Interlace Health's cybersecurity training and assessment serv...
Apr 28, 2026
Interlace Health to develop weekly/bi-weekly cybersecurity training service
Decided to roll out a reasonably priced weekly or bi-weekly cybersecurity training service for clients to educate them o...
Apr 28, 2026
Establish referral partnership with 10% commission
Agreed to a referral partnership structure where Bryan's organization will receive 10% commission for referring clients ...
Action Items (46)
Apr 28, 2026
Process deposit payment for new hire
open · View Meeting
Apr 28, 2026
Interview additional sales candidates on Thursday
done · View Meeting
Apr 28, 2026
Hold Wix developer position pending full-stack developer search
done · View Meeting
Apr 28, 2026
Prepare onboarding materials for SEO/marketing hire
open · View Meeting
Apr 28, 2026
Reach out to Pam from Keypleaz regarding account transition
open · View Meeting
Apr 28, 2026
Coordinate Hassan's exit interview and last day
open · View Meeting
Apr 28, 2026
Confirm Hassan's final day with team
open · View Meeting
Apr 27, 2026
Provide proposals for Regal Credit and Rogers & Hollands clients
pending_review · View Meeting
Apr 27, 2026
Confirm Tech CXO contractor structure with HR
pending_review · View Meeting
Apr 27, 2026
Assign Connor and Speaker 2 to Regal Credit account management
pending_review · View Meeting
Apr 27, 2026
Assign account manager to Rogers & Hollands client
pending_review · View Meeting
Apr 27, 2026
Whiteboard Cluster pitch deck and service offerings
done · View Meeting
Apr 27, 2026
Prepare SA MVP demo for Wednesday meeting
done · View Meeting
Apr 27, 2026
Schedule Wednesday SA demo and review session
pending_review · View Meeting
Apr 27, 2026
Audit SA platform and provide feedback
done · View Meeting
Apr 27, 2026
Dry run SA onboarding process
pending_review · View Meeting
Apr 27, 2026
Develop AI Speakers Assessment tool for SA promotion
done · View Meeting
Apr 27, 2026
Get Connor and Speaker 2 plugged into Tech CXO executive office hours
pending_review · View Meeting
Apr 27, 2026
Schedule monthly luncheon learn with Site Labs (Abe)
pending_review · View Meeting
Apr 27, 2026
Follow up on SA implementation with Site Labs
done · View Meeting
Apr 27, 2026
Explore Tech CXO partnership for SA distribution
done · View Meeting
Apr 27, 2026
Prepare for Claude Certified Architects Foundation exam
done · View Meeting
Apr 27, 2026
Confirm Connor's commitment to Cluster
done · View Meeting
Apr 27, 2026
Respond to Bryan on Tech CXO working relationship and current clients
done · View Meeting
Apr 27, 2026
Map out SA feature plan and MVP scope
done · View Meeting
Apr 27, 2026
Develop SA landing page and messaging
done · View Meeting
Apr 27, 2026
Explore Techcxo support for Cluster's billion-dollar engagement
pending_review · View Meeting
Apr 27, 2026
Follow up on Lauren's new TTA relationship announcement
done · View Meeting
Apr 27, 2026
Organize kickoff call and grant paperwork for Sarah/Exis client
pending_review · View Meeting
Apr 27, 2026
Verify Brooks' background and references
open · View Meeting
Apr 27, 2026
Review Li's work and prepare for Brooks onboarding
open · View Meeting
Apr 27, 2026
Develop sales process documentation with Samantha
open · View Meeting
Apr 27, 2026
Address sales team pipeline and lead generation strategy
open · View Meeting
Apr 27, 2026
Facilitate L10 meeting next Thursday to address team issues
open · View Meeting
Apr 27, 2026
Require SOV (Statement of Value) in weekly sales reports
open · View Meeting
Apr 25, 2026
Schedule compensation discussion call with Sabrina
open · View Meeting
Apr 25, 2026
Confirm Sabrina's start date and onboarding schedule
open · View Meeting
Apr 25, 2026
Finalize Sabrina's compensation offer
open · View Meeting
Apr 25, 2026
Conduct onboarding with Sabrina on Monday/Tuesday
open · View Meeting
Apr 25, 2026
Have Christie conduct follow-up training on Wednesday/Thursday
open · View Meeting
Apr 6, 2026
Take over IT/ops responsibilities from Darren
done · View Meeting
Apr 6, 2026
Evaluate AI vs. manual offshore labor for reporting automation
done · View Meeting
Apr 6, 2026
Push Darren on lead pipeline and closing leads
done · View Meeting
Mar 18, 2026
New client detected: sitelabsglobal.com -- tap to confirm
open · View Meeting
Mar 18, 2026
Message Sabrina to schedule compensation discussion call
done · View Meeting
Mar 18, 2026
Check candidate bench for additional role candidates
done · View Meeting